How to use the Customer Summary on the invoice list page

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How to use the Customer Summary on the invoice list page

You can find customer summaries without having to jump between pages in Wave by using customer filters on the invoice list page. This can be helpful when you need one place to get a better idea of ...

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hinsonl

Eric O,
I love WaveApps however would really like to be able to see the PO # in the summary (list) of unpaid invoices. It's very laborious to go from one invoice to another looking for the PO#s. How can this be modified?

Lisa

Barsin

Hey there @hinsonl

At this point Wave does not have the ability to change the fields to a PO box. You can see the the only fields which can be customized under Settings (bottom left) > Invoice customization. Adding a PO number could be entered in the notes or description section of the invoice as a workaround.

Thanks for your contribution in our community!

Jimbucks_

How can I edit a customer statement to add notes

ULI

IT SEEMS WE NO LONGER ABLE TO CREATE CREDIT NOTE TO A CLIENT UNDER INVOICE, WHY?

consultmbr

@Barsin said:
Hey there @hinsonl

At this point Wave does not have the ability to change the fields to a PO box. You can see the the only fields which can be customized under Settings (bottom left) > Invoice customization. Adding a PO number could be entered in the notes or description section of the invoice as a workaround.

Thanks for your contribution in our community!

And an option to search by PO should also be considered....
Thanks Wave